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Preparing Form 8955-SSA Utilizing TIAA-CREF s Form 8955-SSA Filing Summary Revised March 13, 2013, Purpose of the Form 8955-SSA Form 8955-SSA is an Internal Revenue Service (IRS) form that ERICA retirement

How to fill out preparing form 8955-ssa

How to fill out preparing form 8955-ssa?

1. Gather the necessary information: Before starting to fill out form 8955-ssa, make sure you have all the required information at hand. This includes the employer identification number (EIN), plan sponsor details, plan administrator details, and participant information.
2. Provide general plan information: Start by entering the basic details of the retirement plan, such as the plan name, plan number, and the plan year-end.
3. Report plan sponsor details: Enter the employer identification number (EIN), plan sponsor name, and address. If the plan sponsor has changed during the plan year, provide information about the previous plan sponsor as well.
4. Provide plan administrator details: Enter the plan administrator's name, address, and EIN. If the plan administrator has changed during the year, provide information about the previous plan administrator as well.
5. Report changes in plan administrators or plan sponsors: If there have been any changes in the plan administrator or plan sponsor during the plan year, you need to provide specific details about those changes. This includes the effective date of the change and the reasons for the change.
6. Enter participant information: Next, provide a count of the total number of participants included in the plan on the first day of the plan year and at the end of the plan year. Additionally, report any participants who became entitled to benefits or were no longer entitled to benefits during the year.
7. Report aggregate account balance information: Provide the total account balances for all participants as of the first day of the plan year and the end of the plan year. This includes the account balances for active participants, deferred vested participants, and retired or separated participants.
8. Submit the form: Once you have completed all the necessary sections of form 8955-ssa, review the information for accuracy and make any necessary corrections. Sign and date the form, and submit it to the designated address provided by the IRS.

Who needs preparing form 8955-ssa?

1. Employers with retirement plans: Any employer that sponsors a retirement plan, such as a defined benefit plan or a certain type of money purchase pension plan, may need to fill out form 8955-ssa.
2. Plan administrators: The responsibility of filling out form 8955-ssa generally falls on the plan administrator, who manages the day-to-day operations of the retirement plan.
3. Organizations with plan sponsor changes: If there have been changes in the plan sponsor during the plan year, the new plan sponsor will be responsible for filling out form 8955-ssa to report the necessary information to the IRS.

It is important to consult with a qualified tax professional or refer to the IRS instructions for form 8955-ssa to ensure accurate and timely completion of the form.

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What is preparing form 8955-ssa?

Form 8955-SSA is used to report information about separated participants with deferred vested benefits.

Who is required to file preparing form 8955-ssa?

Plan administrators of retirement plans with one or more separated participants who have deferred vested benefits are required to file Form 8955-SSA.

How to fill out preparing form 8955-ssa?

Form 8955-SSA can be filled out electronically using the IRS's FIRE system or by paper filing. It requires information about the plan sponsor, plan administrator, and separated participants with deferred vested benefits.

What is the purpose of preparing form 8955-ssa?

The purpose of Form 8955-SSA is to provide the IRS with information about separated participants with deferred vested benefits in retirement plans.

What information must be reported on preparing form 8955-ssa?

Information such as participant's name, social security number, plan name, plan number, and the amount of the deferred vested benefit must be reported on Form 8955-SSA.